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Show the Review Stage in the Reviews list on the Request record
I know that we can now filter the list of Reviews by the Review stage, but the Review Stage really should be one of the columns in the list. I either have to filter the list of Reviews or open the Review record to see the Stage.2
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Top 20 Report by Grant Amount and Year Span
BBGM has the Top 20 by Grant Amount and Top 20 by Number of Grants. I would like to be able to have a "year span" cutoff date. For example, I would like to know the Top 20 by Total Grant Amount AS OF 08/31/22. I cannot seem to get this to work. Is...0
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Default payment dates to last day of the month
We schedule all payments for the last day of the month. When using the payment wizard, it doesn’t default all payments to the last day of the month when the first payment date is a 30th. Suggest that the payment wizard factors this into its calcul...0 Reviewed: Voting Open
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Add the fiscal year based on the grant award date and then allocate the budget automatically
When approving grants, set the fiscal year of the grant automatically using the grant award date then automatically allocate the relevant budget to all generated payments based on Request Type and fiscal year. -
Batch delete/update affiliations
I would like to be able to batch update the affiliation role or batch delete affiliations. Currently updating the roles you have to open each record to update the role.1 Reviewed: Voting Open
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Allow me to enter a grant start and end date so that I can approve a new grant request.
Sky View won't save the grant start or grant end date on a new request. When I enter these dates, and hit save, it removes the start date and shows an error message telling me me I need to add the start date (which it won't accept). It also gives ...2 Already exists
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Generate Write-Ups in batch and have the ability to save them as individual documents to each record.
When creating multiple write-ups using the batch function, it would be helpful if the individual documents could be saved to each individual record for future reference versus creating each write-up separately. If we can create via batch, why not ...1
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Bulk Tax Status Verify and Watchlist Check on Requests
In classic GIFTS, we were able to open all pending applications in our workspace and bulk tax status verify and check watchlist. In Skyview, it doesn't have that option and having to find the matching nonprofit will be very time consuming.0 Reviewed: Voting Open
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Emails to allow easy CC to staff person and/or a defaut email address, plus ability to add an attachment as part of the email template
CC internal staff person: When we send a grantee an emails we like to cc the internal staff person. Currently we have this mail merged within the template which we then cut and paste into the CC box. This then has to be done with every single emai...0 Reviewed: Voting Open
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Bulk change of payment dates
Now that we can change requirement deadline dates in bulk, can this same ability be added to payment schedule dates? Right now I have to open and change them one at a time, which loses hours of work time each month as our cash plans always are cha...1 Reviewed: Voting Open